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Lockheed Martin

2,315 hedge funds and large institutions have $97B invested in Lockheed Martin in 2022 Q4 according to their latest regulatory filings, with 326 funds opening new positions, 828 increasing their positions, 865 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 326 | Existing positions closed: 92

73% more funds holding in top 10

Funds holding in top 10: 60104 (+44)

27% more capital invested

Capital invested by funds: $76.1B → $97B (+$20.9B)

21% more call options, than puts

Call options by funds: $2.95B | Put options by funds: $2.43B

9% more funds holding

Funds holding: 2,1292,315 (+186)

0.67% more ownership

Funds ownership: 74.51%75.18% (+0.67%)

4% less repeat investments, than reductions

Existing positions increased: 828 | Existing positions reduced: 865

Holders
2,315
Holders Change
+186
Holders Change %
+8.74%
% of All Funds
37.21%
Holding in Top 10
104
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+73.33%
% of All Funds
1.67%
New
326
Increased
828
Reduced
865
Closed
92
Calls
$2.95B
Puts
$2.43B
Net Calls
+$513M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
BB
1676
Bell Bank
North Dakota
$436K -$28.3K -61 -6%
TFA
1677
Triad Financial Advisors
North Carolina
$435K +$1.86K +4 +0.4%
FMN
1678
Financial Management Network
California
$433K -$8.36K -18 -2%
AWA
1679
Acorn Wealth Advisors
Michigan
$433K +$2.79K +6 +0.7%
KIG
1680
Kowal Investment Group
Wisconsin
$432K +$14.4K +31 +4%
WC
1681
Wexford Capital
Florida
$432K +$413K +888 New
CCA
1682
Childress Capital Advisors
Texas
$430K -$61.8K -133 -13%
FWM
1683
Forza Wealth Management
Florida
$429K +$409K +881 New
IWA
1684
Intercontinental Wealth Advisors
Texas
$428K +$3.25K +7 +0.8%
GBT
1685
Grove Bank & Trust
Florida
$427K -$84.6K -182 -17%
GCA
1686
Genesee Capital Advisors
New York
$426K -$18.6K -40 -4%
HAG
1687
HF Advisory Group
Maryland
$425K +$406K +873 New
RCM
1688
Raleigh Capital Management
North Carolina
$423K +$3.72K +8 +0.9%
WA
1689
Waverly Advisors
Alabama
$422K +$4.65K +10 +1%
BONH
1690
Bank of New Hampshire
New Hampshire
$421K +$4.65K +10 +1%
AMR
1691
Asset Management Resources
Massachusetts
$420K
CPA
1692
Court Place Advisors
Maryland
$420K
JIC
1693
Joel Isaacson & Co
New York
$420K +$27.9K +60 +7%
FIB
1694
First Interstate Bank
Montana
$417K -$20K -43 -5%
IAG
1695
Ipsen Advisor Group
Arkansas
$416K +$397K +855 New
SIM
1696
Studio Investment Management
Illinois
$414K -$54.8K -118 -12%
BFO
1697
Biltmore Family Office
North Carolina
$414K +$1.39K +3 +0.4%
BCAM
1698
Boston Common Asset Management
Massachusetts
$414K -$152K -328 -28%
PHS
1699
Pekin Hardy Strauss
Illinois
$414K
WFS
1700
Widmann Financial Services
Maryland
$413K +$9.29K +20 +2%

LMT Hedge Fund Activity: Q4 2022 in Review

2,315 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2022, worth a combined $97B — up 27% from $76.1B a quarter earlier.

Buyers outnumbered sellers: 326 funds opened new LMT positions and 92 closed out — a net gain of 234 holders — while 828 added to existing stakes and 865 trimmed.

The largest buyer was Bank of America, adding an estimated $796M. The largest seller was Capital World Investors, cutting an estimated $698M.

  • 2,315 institutional investors held Lockheed Martin (LMT) as of Q4 2022, up from 2,129 in Q3 2022.
  • Funds reported $97B of Lockheed Martin stock for Q4 2022, up 27% quarter-over-quarter.
  • 326 funds opened new Lockheed Martin positions in Q4 2022 and 92 closed out, a net change of +234 holders.
  • The largest Lockheed Martin buyer in Q4 2022 was Bank of America, an estimated $796M added.
  • The largest Lockheed Martin seller in Q4 2022 was Capital World Investors, an estimated $698M sold.

Based on aggregated 13F filings for Q4 2022.